GARLAND CAPITAL MANAGEMENT INC

Adviser information for GARLAND CAPITAL MANAGEMENT INC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 152 $201.0M
Non-Discretionary 0 $0
Total 152 $201.0M

Clients

Type Number RAUM
Individuals 37 $17.2M
HNW Individuals 48 $183.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-55438
SEC ERA File Number 801-55438
SEC CIK Numbers 1181544
SEC CRD Numbers 108182
Legal Entity Identifier None

Principal Office

500 108TH AVE NE, #955
BELLEVUE
WA
United States
Monday - Friday, 8:30 AM - 4:00 PM
Tel: 425-646-7366, Fax: 425-646-7395

Chief Compliance Officer

ANDREA GARLAND
VP, CCO
500 108TH AVE NE, #955
BELLEVUE
WA
United States
Tel: 425-646-7366
Fax: 425-646-7395
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GARLAND, JOHN, THOMAS Individual PRESIDENT, DIRECTOR 03/1998 50-75%
GARLAND, JOYCE, MARY Individual SECRETARY 03/1998 50-75%
GARLAND, ANDREA, LYNN Individual VP, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER 05/2011 < 5%

No. Employees, Historic

10502020202120222023202420252 on 3/17/20202 on 6/22/20202 on 3/29/20212 on 3/31/20212 on 3/10/20222 on 3/14/20232 on 1/29/2024

RAUM, Historic

300M150M0202020212022202320242025216592516 on 3/17/2020216592516 on 6/22/2020197131297 on 3/29/2021197131297 on 3/31/2021225215863 on 3/10/2022222722805 on 3/14/2023201004552 on 1/29/2024

No. Clients, Historic

10050020202021202220232024202599 on 3/17/202099 on 6/22/202094 on 3/29/202194 on 3/31/202190 on 3/10/202283 on 3/14/202385 on 1/29/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 8M 45K
ALEXANDRIA REAL ESTATE EQ IN COM 4M 32K
AMERICAN ELEC PWR CO INC COM 4M 41K
BANK NEW YORK MELLON CORP COM 6M 95K
CHEVRON CORP NEW COM 5M 33K
CISCO SYS INC COM 5M 114K
COMCAST CORP NEW CL A 4M 101K
CVS HEALTH CORP COM 4M 61K
DIGITAL RLTY TR INC COM 5M 30K
INTEL CORP COM 3M 108K
INTERNATIONAL BUSINESS MACHS COM 5M 30K
INTERNATIONAL FLAVORS&FRAGRA COM 4M 43K
JOHNSON & JOHNSON COM 5M 33K
JPMORGAN CHASE & CO. COM 9M 43K
MEDTRONIC PLC SHS 4M 46K
MERCK & CO INC COM 8M 61K
MICROSOFT CORP COM 254K 568
NORTHERN TR CORP COM 4M 46K
NOVARTIS AG SPONSORED ADR 5M 50K
PEPSICO INC COM 5M 33K
PFIZER INC COM 4M 138K
PROCTER AND GAMBLE CO COM 7M 42K
PRUDENTIAL FINL INC COM 6M 47K
ROCKWELL AUTOMATION INC COM 4M 15K
RTX CORPORATION COM 4M 42K
TOTALENERGIES SE SPONSORED ADS 4M 58K
TRAVELERS COMPANIES INC COM 6M 30K
UNITED PARCEL SERVICE INC CL B 5M 39K
VANGUARD INDEX FDS S&P 500 ETF SHS 36K 72
VANGUARD INDEX FDS REAL ESTATE ETF 88K 1K
VANGUARD INDEX FDS VALUE ETF 631K 4K
WELLTOWER INC COM 5M 51K